Privacy Policy

Your Privacy Matters

At Shree Financial Associate, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect the information you provide while using our website and services.

By using our website, you agree to the practices described in this Privacy Policy.


Information We Collect

We may collect the following information:

Personal Information

  • Full Name
  • Mobile Number
  • Email Address
  • Residential Address
  • Date of Birth
  • PAN Card Details
  • Aadhaar Details (where applicable)
  • Income Information
  • Employment Details
  • Business Details
  • Property Information
  • Financial Documents

Technical Information

When you visit our website, we may automatically collect:

  • IP Address
  • Browser Type
  • Device Information
  • Operating System
  • Website Usage Data
  • Cookies
  • Location Data (if permitted)

Why We Collect Information

Your information is collected to:

  • Provide financial consultation
  • Process loan applications
  • Assist with insurance services
  • Help with investment planning
  • Offer real estate advisory
  • Verify customer identity
  • Improve website experience
  • Respond to enquiries
  • Send service updates
  • Comply with legal requirements

Information Sharing

We do not sell your personal information.

Your information may be shared only with:

  • Banks
  • NBFCs
  • Insurance Companies
  • Mutual Fund Companies
  • Government Authorities
  • Credit Bureaus
  • Regulatory Authorities
  • Technology Service Providers

Only when necessary for providing requested services.


Data Protection

We implement appropriate security measures including:

  • Secure servers
  • Data encryption
  • Password protection
  • Limited employee access
  • Secure document handling
  • Regular security monitoring

Cookies

Our website uses cookies to:

  • Improve website performance
  • Remember user preferences
  • Analyse visitor traffic
  • Enhance browsing experience

You may disable cookies through your browser settings.


Third-Party Links

Our website may contain links to third-party websites.

We are not responsible for the privacy practices or content of external websites.


Data Retention

Your information is retained only for as long as required:

  • To provide services
  • To comply with legal obligations
  • To maintain business records
  • To resolve disputes

Your Rights

You may request to:

  • Access your personal data
  • Correct inaccurate information
  • Update contact details
  • Withdraw consent where applicable
  • Request deletion subject to legal requirements

Children’s Privacy

Our services are not intended for individuals below 18 years of age.

We do not knowingly collect personal information from minors.


Policy Updates

Shree Financial Associate may update this Privacy Policy periodically.

Changes will become effective immediately upon publication on this website.


Contact Us

For any privacy-related concerns, please contact:

Shree Financial Associate

Email: info@shreefinancialassociate

Office Address: Chhatrapati Sambhaji Nagar (Aurangabad-MH)

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